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| Name: |
Hassell Wealth Management LLC |
| City: |
Houma |
| State: |
LA |
| Zip: |
70360 |
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data |
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Filing Period: |
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| Holdings
Found :
6 |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
12 |
New |
$486.69 |
$2,190,000 |
4,711 |
1.39% |
2,190,000 |
4,711 |
0.001 |
Closed - End Fund - E... |
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SHY |
Ishares Barclays 1-3 Treasu... |
16 |
New |
$81.42 |
$797,000 |
9,804 |
0.51% |
797,000 |
9,804 |
0.001 |
Closed - End Fund - E... |
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AGG |
iShares Barclays Agency Bond |
20 |
New |
$96.77 |
$414,000 |
4,329 |
0.26% |
414,000 |
4,329 |
0 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
21 |
New |
$81.64 |
$370,000 |
4,756 |
0.23% |
370,000 |
4,756 |
0.001 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
22 |
New |
$189.87 |
$368,000 |
2,206 |
0.23% |
368,000 |
2,206 |
0 |
Personal Computers |
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IVV |
iShares Core S&P 500 Etf |
24 |
New |
$532.13 |
$354,000 |
697 |
0.22% |
354,000 |
697 |
0 |
Closed - End Fund - E... |
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